Portfolio Lead Automation System Development

SanganakHQ Case Study: Portfolio Lead Automation System (n8n + AI + Slack + WhatsApp) Over the last few weeks, I built a complete automation system that turns portfolio leads into instant CRM entries and sends both the team and client real-time notifications.

🧩 Tools Used: n8n · Google Sheets · Notion · Slack · WhatsApp Cloud API

⚙️ Flow: 1️⃣ Web form → n8n webhook trigger 2️⃣ Data cleaned + validated 3️⃣ Stored in Google Sheets + Notion CRM 4️⃣ Internal email + Slack alert 5️⃣ WhatsApp confirmation sent to client

100% lead capture (no more missed inquiries)

Under 30s response time

Zero manual work

Client Feedback:

💬 Built for: agencies, creators, and SaaS founders who want fully automated inbound ops. Want something similar: https://contra.com/s/qBQkOARZ-ai-and-automation-or-custom-copilots-chatbots-and-workflows